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Vanguard Dividend Appreciation ETF

2,276 hedge funds and large institutions have $42.3B invested in Vanguard Dividend Appreciation ETF in 2025 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 817 increasing their positions, 804 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,276
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
244
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$99.7M
Puts
$22.5M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWMAG
751
Pinnacle Wealth Management Advisory Group
New Jersey
$3.35M
SQA
752
Simon Quick Advisors
New Jersey
$3.34M
BB
753
Berkshire Bank
Massachusetts
$3.33M
KFS
754
Kaizen Financial Strategies
California
$3.33M
OC
755
Optima Capital
Oregon
$3.31M
HIA
756
Harbor Investment Advisory
Maryland
$3.3M
WBCM
757
Wilson & Boucher Capital Management
California
$3.27M
ET
758
Equitable Trust
Tennessee
$3.27M
ATC
759
Argent Trust Co
Tennessee
$3.27M
FF
760
Friday Financial
Iowa
$3.26M
ACM
761
Advisors Capital Management
New Jersey
$3.26M
SWA
762
Sax Wealth Advisors
New Jersey
$3.25M
FAM
763
Formidable Asset Management
Ohio
$3.25M
CCA
764
Childress Capital Advisors
Texas
$3.24M
SCA
765
St. Clair Advisors
Ohio
$3.24M
AFM
766
Aspetuck Financial Management
Connecticut
$3.22M
AFG
767
Atomi Financial Group
New York
$3.19M
AWM
768
Axxcess Wealth Management
California
$3.18M
JFGIW
769
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.17M
SWA
770
Sterling Wealth Advisors
Florida
$3.17M
GEA
771
Glen Eagle Advisors
New Jersey
$3.17M
AWP
772
Axis Wealth Partners
Rhode Island
$3.17M
TP
773
Tranquility Partners
Tennessee
$3.16M
LAM
774
LOM Asset Management
$3.16M
LP
775
LGL Partners
Pennsylvania
$3.14M